What we do

One Team. Your Complete Back Office.

Most growing companies assemble this from separate vendors that do not share information. We run them together, so a payroll decision and a benefits decision get made in the same room.

Employee Benefits

Employee benefits brokerage, placed and administered by the team that already sees your payroll register and your books.

Benefits decisions are financial decisions. When your broker also holds the payroll file, plan design gets evaluated against what the company actually spends, not against a quote sheet in isolation.

  • Plan selection and renewal strategy. Enrollment support and employee questions handled directly.

Commercial Insurance

Commercial insurance placed and administered by the team that already sees your payroll register and your books.

Coverage decisions are financial decisions too. When the same team holds your books and your benefits, a policy gets evaluated against what the company actually carries as risk, not against a quote sheet in isolation.

  • Coverage review and placement. For the business itself, coordinated with your other lines.

Bookkeeping

Clean, reconciled monthly books, delivered on a predictable schedule you can actually plan around.

Bookkeeping alone gives you a record of what happened - reconciled accounts and reporting a lender or board will accept without a rewrite, not a stack of numbers you have to translate before anyone else can use them.

  • Monthly close. Reconciled accounts and reporting delivered on a predictable schedule.
  • Financial reporting. Statements a lender or board will accept without a rewrite.

Fractional CFO

Senior financial judgment on top of clean books: forecasts, margins, and the decisions that follow from them.

A fractional CFO relationship turns your books into decisions: pricing, hiring timing, cash runway, and what a lender or a board is going to ask before they ask it.

  • CFO advisory. Senior review of forecasts, margins, and the decisions that follow from them.

Payroll

Payroll processed, filed, and reconciled on schedule, with the complexity handled as routine work rather than as an exception.

Payroll is the one function where a mistake is immediately visible to every employee you have. Multi-state workers, contractor classification, overtime rules, and quarterly filings all get treated as normal operating work, not as a scramble at the deadline.

  • Processing. On-time runs with correct classifications and deductions.
  • Filings. Tax deposits and quarterly returns handled before they become a notice.
  • Reconciliation. Payroll tied back to the general ledger every period, not once a year.

HR Services

Onboarding, handbooks, compliance, and the day-to-day people questions that arrive without warning and cannot wait a week for an answer.

In a growing company, HR is usually whoever has the least on their plate that day. That works until it does not. We provide the structure and the on-call judgment of an HR function without the cost of building one internally.

  • Onboarding. A consistent process from offer letter through first week paperwork.
  • Policy and handbooks. Documentation that reflects how the company actually operates.
  • Compliance support. State-specific employment requirements tracked as they change, wherever your team is.

Hiring Should Not Stall Your Growth

Recruiting support from a team that already knows your payroll, benefits and org structure.

Open roles stay open when hiring sits on top of someone's real job. We run the recruiting process for you: define the role, source candidates, screen for fit and skill, coordinate interviews and keep the process moving until the seat is filled.

Because we also handle benefits, payroll and HR for many of the same clients, a new hire does not fall through the cracks between systems. The offer, the onboarding, the enrollment and the first paycheck all connect.

  • Role definition. Compensation benchmarking and job postings.
  • Active sourcing. Outreach and candidate identification, not just inbound applicants.
  • Screening and coordination. Interview scheduling and candidate evaluation.
  • Offer and onboarding handoff. A clean transition into payroll, benefits and HR.
  • Ongoing support. For repeat and seasonal hiring needs.
Who we serve

Built for growing companies across many industries

Company Profile

Growing Companies(10+ Employees)
Multi-State & Remote Teams(Any State, One Filing Schedule)

See If You're a Fit

Schedule a Back Office Review to talk about your company.

Industries We Serve

  • Professional Services
  • Technology & SaaS
  • Healthcare Practices
  • Construction & Trades
  • Nonprofits
  • Manufacturing
  • Retail & Franchise
  • Real Estate
How we engage

Three ways companies start with us

Most clients begin with one service line and add the rest as the relationship proves itself.

Entry Point

One service line

Start with the function that hurts most, often benefits, payroll or the books, and keep your existing arrangements everywhere else.

  • Scoped to one service line
  • Clear monthly deliverables
  • Expandable at any point
Full Engagement

The complete back office

Every back office function under one team, with a fractional CFO relationship sitting above the day-to-day work.

  • Benefits, insurance, payroll, HR, recruiting and finance
  • Senior review of financial decisions
  • One point of accountability
Advisory

Fractional CFO only

For companies whose transactional work is already handled but who need senior judgment on the decisions that follow from it.

  • Reporting and forecast review
  • Lender and board preparation
  • Works alongside your current team

Not sure which service to start with?

A first conversation is a review of how your finance and HR work is structured today.